//

Balance your Portfolio

By

Balance Your Portfolio template that helps you track your investments and drive higher profit!

Downloads:

1444

Rating:

star rating 1star rating 2star rating 3star rating 4star rating 5

Free

Know more details about this template’s features? Click here

Notion Combo Marvels

Twice the Productivity Power With Template Bundles

Business

Business Essentials Bundle

Buy 1 Get 1 Free

Freelancing

Freelancing Essentials Bundle

Buy 1 Get 1 Free

Business

Pro Business Toolkit Bundle

Buy 1 Get 1 Free

$50

$158

Business

Dream Cacher Bundle

Buy 1 Get 1 Free

Notion

Notion Product Accelerator Bundle

Buy 1 Get 1 Free

$29

$128

Cuisine

Cuisine Master Bundle

Buy 1 Get 1 Free

Template Description

ETF and Stock Rebalancer

On your journey to financial independence, it's crucial for your portfolio to be aligned according to your plans for the future. This template will make sure your investment portfolio is balanced the way you need it to, making sure you're on track to achieve your financial goals.

Accounts

The accounts that are used to hold the different items in your portfolio. This breakdown will help filter and sort the items held in your portfolio database.

Properties:

  • Name
  • Type
  • Portfolio Investments (Relation)

Asset Classes

An asset class is a group of investments that have similar characteristics and are subject to the same laws and regulations (Source). It's important to have a balance between them that fits the risk you are willing to take as well as your time to retirement.  

A target, in the form of a percentage, should be set for each of the asset classes.

The asset classes considered in this database are:

  • Canadian Equity
  • Fixed Income
  • U.S. Equity
  • International Equity
  • Emerging Markets
  • Cryptocurrency

Portfolio

The main database in this template. This is a list of every asset in your portfolio, and it should be the database you interact with and update the most.

Every item in the portfolio should correspond to at least one asset β€” although they often fit multiple (e.g. ETFs). It is very important you specify the distribution across all asset classes available such that the sum is 100%.

Properties:

  • Name
  • Ticker
  • Market Value
  • % Fixed Income
  • % Canadian Equity
  • % US Equity
  • International Equity
  • Emerging Markets
  • Cryptocurrency
  • Account (Relation)
  • Status: πŸŸ’ or πŸ”΄ when the asset allocation percentages do not add up to 100%.
  • Assets Classes: Every entry in this database must contain all asset classes available in order for it to be included in the balancing calculations. To help with this, there is a "New Entry" template that can be used to create new items, which contains all relations it needs. Moreover, because a filter selecting all asset classes has been set, they will be added to any new row that is added.

Handcrafted Notion Template

Premium Templates to boost your productivity

Template

Ultimate Notion Portfolio Pack

A game-changing collection of Notion portfolios that revolutionize how

by Sarthak

$25

$50

badge

50%

Template

Agile Workflow Template

Empower your team, streamline your Agile workflow, and set your projec

by Sarthak

$49

Template

Student Brain

Assisting students in managing their personal and academic life effect

by Sarthak

$25

Template

Remote Team Directory Pro

Maintain & manage a comprehensive database of information about your r

by Sarthak

$79

Template

Business CRM

Supercharge your business operations and elevate customer relationship

by Sarthak

$25

Template

Basic Employee Management System

Ultimate solution for effectively managing your team's productivity an

by Sarthak

$39

Template

Invoice Generator

Simplify your invoicing process by taking the hassle out of invoicing

by Sarthak

$29

Template

Party Planner Pro

Get this ultimate notion template to perfectly plan your parties.

by Sarthak

$10

Template

Client Proposal

The Client Proposal Notion template is designed to help individuals or

by Sarthak

$25

Template

Ultimate Designer Portfolio

Showcase your design expertise with our customizable portfolio notion

by Sarthak

$29

Template

Employee Management System

A comprehensive tool designed to help businesses manage their workforc

by Sarthak

$79

Template

Ultimate Dev Portfolio Pack

Create a professional and polished portfolio with this Notion Template

by Sarthak

$25

Template

Christmas Hub

Planning for Christmas has never been easier. Even Santa was impressed

by Sarthak

$25

Template

Habit Tracker

Tracking habits has never been so easy! Grab this Notion Template and

by Sarthak

$5

$10

badge

50%

Template

Addiction Tracker

Get rid of any kind of addictions & take a step ahead with this Notion

by Sarthak

$10

Template

Affirmation Journal

Never let negative thoughts affect you, Reprogram your mind Using this

by Sarthak

$10

Template

Recipe Manager

Never let different types of recipes be scattered over different platf

by Sarthak

$10

Template

Expense Tracker

Mismanaged budgets are a thing of the past! Stop worrying, Start track

by Sarthak

$29

Template

Travel Planner

Love to travel? Grab this Notion Template and become a Pro Travel plan

by Sarthak

$15

$29

badge

50%

Template

Weight Tracker

The weight tracker template will help you to record weight daily. Set

by Sarthak

$5

$10

badge

50%

Template

Pet Care OS

This Notion template will help you to maintain a proper schedule of yo

by Sarthak

$19

Template

Remote Team Directory

A system to monitor & enhance the productivity of your team when worki

by Sarthak

$39

Template

Product Launch Kit

Plan your product launch using this Notion Launch Kit to get more succ

by Sarthak

$49

Template

Notion Gratitude Journal

Prototion brings to you this amazing Gratitude Notion Template, that i

by Sarthak

$5

$10

badge

50%

Template

Meal Planner

Organise your weekly and daily meals with our meal planner template.

by Sarthak

$10

Template

Resolution Board

Plan your New Year resolutions and achieve them with this one and only

by Sarthak

$39

Template

Notion Bullet Journal

A combination of bullet journal and Notion to bring you the best of bo

by Sarthak

$39

Notion Workspaces πŸͺ΄

A Workspace for everyone, by best makers

Be a Maker

Be a Maker and start earning now

Have a knack for building useful or aesthetic Notion templates? Prototion is the perfect platform for generating revenue by selling templates. Learn more

Be a maker